集邦咨询：2025上半年面板驱动IC价格跌势趋缓 下半年大致有机会持平

Core Viewpoint - The price decline of panel driver ICs is expected to slow down in the first half of 2025, with a potential stabilization in the second half of the year [1] Group 1: Price Trends - In the first quarter of 2025, the average price of panel driver ICs decreased by approximately 1% to 3% quarter-over-quarter [1] - A slight downward trend is anticipated in the second quarter, but the extent of the decline is expected to be limited [1] - The overall trend of continuous price decline observed in recent years is showing signs of easing [1] Group 2: Market Dynamics - Panel manufacturers are concerned about rising cost pressures, while the supply chain aims to maintain profit margins, leading to a potential negotiation phase between both parties [1] - The driver IC industry will continue to be influenced by three main variables: upstream wafer costs, raw material prices, and policy risks [1] Group 3: Future Outlook - The supply chain is expected to closely monitor gold price fluctuations and geopolitical factors, adjusting their inventory and stocking strategies accordingly to address potential risks and opportunities arising from price trend shifts [1]